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Simple & efficient pipeline management

Visualize processes, monitor sales progress, and track clients in post-sales stages—all in this simple and intuitive CRM with pipeline management.

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pipeline management software

Build pipelines for sales & projects

types of pipelines

Manage sales and client projects

You can switch between two pipeline types in OnePageCRM:

— Use Sales Pipeline to manage your sales process from the initial stage to closing.
— Set up a Delivery pipeline as a light project management tool for won sales deals.

Tracking sales and post-sales process is fast and simple.
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pipeline management in crm

With OnePageCRM, filling your sales pipeline is super easy. Install our free browser extension and start capturing leads from any web page. We’ll recognize contact details and automatically create new contacts in your CRM—no more copy-pasting!

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customize pipelines
custom pipelines

Customize your pipeline

Set up custom stages in every pipeline to closely reflect your processes:

— Add or delete new stages,
— Drag-and-drop deals between stages,
— Assign probability percentages to each stage (in Sales Pipelines),
— Use custom sorting and filters to easily prioritize deals in every pipeline.
multiple pipelines management

Create multiple pipelines

Not only can you create pipelines for both sales and delivery, you can also create multiple pipelines of each type:

— Organize different workflows (sales, onboarding, account management),
— Tailor deal stages for different products or services,
— Avoid clutter and track progress accurately.

multiple pipelines
pipeline management
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Manage pipelines in a simple CRM

Have a look at how OnePageCRM helps businesses manage pipelines, track progress, and optimize processes.
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automated pipeline management
Workflows automation

Automate pipeline management

Use Autoflow to set up custom automations:

— Trigger automated emails to newly converted customers,
— Keep contact Statuses and deal Stages aligned across your CRM,
— Add warnings or reminders for important data changes.
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crm dashboard

Track your pipelines

Use a simple and interactive dashboard in your CRM to:

— Keep an eye on pipeline's health,
— Monitor your team's progress.
— Compare results against set targets.
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crm dashboard
sales forecasting
sales forecasting

Forecast sales revenue

Estimating future sales is an easy task with the right CRM.

Use the Forecast view in your Sales Pipeline to predict revenue and monitor team’s performance against the set KPIs.

The Forecast view helps you allocate resources and monitor progress toward company-wide goals.
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Connect OnePageCRM to your favorite apps

crm integrations
    CRM integrations
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Why businesses use OnePageCRM for pipeline management

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The centerpiece of your business

Besides its follow-up functionality, this simple CRM has everything your business needs, so you don’t have to switch between different apps.
contact profile
Contact Details
Keep information about clients, partners, and all other contacts in a central database.
kanban sales pipeline
Deals & Pipeline
Manage sales deals, build pipelines, and send quotes without leaving your CRM.
email inbox
Email Inbox
Enable a two-way sync with your email client, track email opens, and create custom templates.
product catalog
Products & Services
Put your sales strategy into action, make the best of every opportunity, and convert more leads into paying clients.
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The best simple CRM for pipeline management

Simple and efficient, this CRM helps you streamline pipeline management, whether for your sales or post-sales processes. An intuitive interface, zero bloat, and no learning curve.
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No credit card required • 21-free day trial • Quick and easy setup
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Simple CRM with pipeline management

  • What is a pipeline tool?

    A pipeline is a digital tool that helps businesses organize, visualize, and manage their sales and post-sales processes.

    The Kanban view helps easily move deals through different stages and get a quick overview of the pipeline overall status.

    Most CRM systems are usually equipped with sales pipeline tools. For example, OnePageCRM has both a Kanban and Forecast view for sales pipelines and a Kanban view for delivery pipelines, which you can use as a light project management tool for won deals.

    You can switch between them with a click.

  • What is the Kanban view in the pipelines?

    The Kanban view helps you get a quick overview of your deals’ progress and a glimpse into your sales cycle.

    With the Kanban view, businesses can quickly understand if there are any bottlenecks or if their sales process needs any improvements.

  • What is the Forecast view in the sales pipeline?

    Use the Forecast view to predict your revenue and monitor your team’s performance against the set KPIs.

    The Forecast view in your sales pipeline is a simple way of monitoring your progress and seeing whether you're still on track.

  • Can I customize deal stages in my pipeline?

    Yes, and it's very simple.

    You can customize deal stages to fit your sales process and drag and drop the deals to advance them through the sales pipeline.

  • Why businesses use OnePageCRM for pipeline management?

    With OnePageCRM, you can build sales deals in a couple of clicks.

    Fill in the deal’s name, add a note, and tick a box to add a commission or a multi-month format. We’ll do all the calculations for you.

    This CRM has one of the most intuitive sales pipeline functionalities.

  • What are the ways to fill my pipeline?

    OnePageCRM has free Web Forms.

    It takes just a few clicks to build a simple web form and embed it into your website.

    We’ll be collecting new leads and automatically adding them to your CRM with a follow-up reminder next to them.

  • Can I create multiple pipelines?

    You can create and manage multiple sales pipelines if you have several products or services that require different sales processes.

  • How can I spot bottlenecks in my sales pipeline?

    In OnePageCRM, you can use deal velocity to easily identify and manage bottlenecks in your sales pipeline by viewing the time spent on each deal stage, as well as sorting your Kanban to display the deals that cause the biggest delay.

  • How can I keep my pipeline healthy?

    OnePageCRM is not just a sales CRM, it is also a productivity tool. It helps you stay organized and motivated.

    For example, you can automate many repetitive sales tasks in OnePageCRM. On top of that, you can enable the Target Widget to motivate yourself and get closer to your goal every day.
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